Tax Associate

Job Location

This position is an in office role with the potential for hybrid work over time.

Our client is a locally owned public accounting firm serving select businesses and individuals. Their approach to client service depends on building long‑term relationships and having a comprehensive understanding of each client’s financial picture to best achieve their goals and objectives.

The firm focuses on tax planning and preparation services for high net worth individuals, local businesses, estates, trusts, and foundations. They strive to achieve exceptional results for their clients by providing an unrivaled experience. Recruiting and retaining the top talent is key to achieving these results, and they are seeking a candidate who shares this passion to complement their working environment.

We are seeking a full‑time CPA or CPA candidate with two or more years of related experience to join their team.

• Tax compliance and planning for high net worth clients
• Preparation and review of federal, state, and local tax returns

• CPA or CPA candidate
• Pro Systems tax software experience
• Quick Books software experience
• RIA Checkpoint tax research software experience
• At least 2 years of related experience
• Experience with Microsoft Office applications
• Strong oral and written communication skills
• Well organized and detail oriented

Compensation package is flexible and commensurate with experience. The package includes generous benefits and profit sharing.

• Medical insurance
• Vision insurance
• 401(k)

• Reasonable hours from proper engagement planning
• Profit sharing
• Unlimited upside potential
• To be treated as a professional
• Extensive client contact
• AICPA tax training track
• Tax season bonuses

• Perform as a career professional
• Regular office hours
• Train, mentor, and help others

Seniority level: Associate

Employment type: Full-time

Job function: Accounting/Auditing

Industries: Accounting and Business Consulting and Services